Printable blank HnR Block Drop Off Document Checklist

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What is an H&R Block Drop Off Document Checklist?

H&R Block Drop Off Document Checklist is an official document for H&R Block clients that helps them to calculate their taxes correctly.

What I need H&R Block Drop Off Document Checklist for?

The Drop Off Document Checklist helps you to determine the tax preparation expectations. The form can be used in the H&R office or online. The checklist doesn’t require to be accompanied by any other documents.

Filling out the H&R Block Drop Off Document Checklist

To complete the form, you have to provide the following information:

1. Client Information:

  • Primary taxpayer name;
  • Date of birth;
  • ITIN number or Social security;
  • Marital status;
  • Occupation;
  • State, city, address, zip-code;
  • Contact information.

2. Spouse information (if needed).

3. Dependents.

4. Document checklist itself:

  • Income information;
  • Expenses information;
  • Credits and deductions;
  • Additional;

5. Date of issuance and signatures.

Organizations that work with H&R Block Drop Off Document Checklist

The Tax Institute in H&R Block Office

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